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2,996 hedge funds and large institutions have $100B invested in Pfizer in 2024 Q4 according to their latest regulatory filings, with 381 funds opening new positions, 934 increasing their positions, 1,466 reducing their positions, and 246 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more first-time investments, than exits

New positions opened: 381 | Existing positions closed: 246

3% more funds holding

Funds holding: 2,9102,996 (+86)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

0.21% less ownership

Funds ownership: 66.47%66.25% (-0.21%)

8% less capital invested

Capital invested by funds: $109B → $100B (-$8.72B)

15% less call options, than puts

Call options by funds: $3.28B | Put options by funds: $3.87B

36% less repeat investments, than reductions

Existing positions increased: 934 | Existing positions reduced: 1,466

Holders
2,996
Holders Change
+86
Holders Change %
+2.96%
% of All Funds
39.46%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.55%
New
381
Increased
934
Reduced
1,466
Closed
246
Calls
$3.28B
Puts
$3.87B
Net Calls
-$595M
Net Calls Change
+$945M
Name Holding Trade Value Shares
Change
Change in
Stake
VDI
2251
Vaughan David Investments
Illinois
$337K +$6K +221 +2%
PWM
2252
PBMares Wealth Management
Virginia
$337K -$3.36K -124 -1%
BTWM
2253
Brass Tax Wealth Management
Ohio
$337K -$25.7K -946 -7%
FFA
2254
Fi3 Financial Advisors
Indiana
$337K +$344K +12,693 New
UAML
2255
US Asset Management LLC
Pennsylvania
$336K -$11.8K -435 -3%
EWS
2256
Evergreen Wealth Solutions
Pennsylvania
$336K -$91.4K -3,369 -21%
HW
2257
Hamilton Wealth
California
$335K +$96.2K +3,547 +39%
SAM
2258
Satovsky Asset Management
New York
$335K -$22.1K -814 -6%
AIM
2259
Aspen Investment Management
Michigan
$334K -$128K -4,729 -27%
LWA
2260
Lantern Wealth Advisors
New York
$334K +$23.9K +882 +8%
AWAU
2261
Alliance Wealth Advisors (Utah)
Utah
$334K +$18.1K +669 +6%
PTB
2262
Pioneer Trust Bank
Oregon
$333K +$79.4K +2,926 +30%
HGWM
2263
Horst & Graben Wealth Management
Oregon
$333K +$5.4K +199 +2%
CA
2264
Cornerstone Advisory
Maryland
$333K -$102K -3,749 -22%
SCM
2265
Stonehearth Capital Management
Massachusetts
$333K -$32.4K -1,195 -9%
RCM
2266
RB Capital Management
Nevada
$332K -$9.2K -339 -3%
AFA
2267
Avant Financial Advisors
Texas
$332K +$339K +12,506 New
CRB
2268
Chad R. Baker
$332K -$325K -12,000 -49%
CA
2269
Calton & Associates
Florida
$331K -$135K -4,982 -29%
FAT
2270
First American Trust
California
$331K -$40.6K -1,497 -11%
BFS
2271
BridgePort Financial Solutions
Iowa
$331K +$344K +12,680 New
WI
2272
Wedgewood Investors
Pennsylvania
$331K -$2.88K -106 -0.8%
BMM
2273
Buffington Mohr McNeal
Idaho
$331K +$338K +12,462 New
SFB
2274
STAR Financial Bank
Indiana
$330K +$10.9K +403 +3%
WIC
2275
Whitegate Investment Counselors
New Hampshire
$330K

PFE Hedge Fund Activity: Q4 2024 in Review

2,996 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Pfizer (PFE) for Q4 2024, worth a combined $100B — down 8% from $109B a quarter earlier.

Buyers outnumbered sellers: 381 funds opened new PFE positions and 246 closed out — a net gain of 135 holders — while 934 added to existing stakes and 1,466 trimmed.

The largest buyer was Charles Schwab, adding an estimated $687M. The largest seller was Wellington Management Group, cutting an estimated $644M.

  • 2,996 institutional investors held Pfizer (PFE) as of Q4 2024, up from 2,910 in Q3 2024.
  • Funds reported $100B of Pfizer stock for Q4 2024, down 8% quarter-over-quarter.
  • 381 funds opened new Pfizer positions in Q4 2024 and 246 closed out, a net change of +135 holders.
  • The largest Pfizer buyer in Q4 2024 was Charles Schwab, an estimated $687M added.
  • The largest Pfizer seller in Q4 2024 was Wellington Management Group, an estimated $644M sold.

Based on aggregated 13F filings for Q4 2024.